7min How to send mail merges via Gmail via

Welcome to our comprehensive guide on using Salesforza.com! In this video, we'll walk you through everything you need to know about sending mail merges via Gmail and leveraging Google Sheets as a CRM. Whether you're a new user or looking to maximize your use of Salesforza, this tutorial has got you covered.
Contents of this video:
Important Notices
Compatibility with Google Chrome
How emails are sent via the logged-in account
Website Overview and Installation
Installing the Salesforza Chrome extension
Initial setup and permissions
Getting Started with Onboarding
First-time setup and creating your initial pipeline
CRM Features
Adding and updating leads
Editing lead information and syncing with Google Sheets
Organizing and managing your CRM efficiently
Mail Merge Functionality
Steps to create and send mail merges
Using templates and {{xyz}} variables for personalization
Previewing and sending your emails
Advanced Features
AI enhancements (Premium)
Batch sending options (Premium)
Upgrading to Premium for unlimited features
Future Ideas and Enhancements
Upcoming features and improvements
Why Choose Salesforza?
Seamlessly integrates with Gmail and Google Sheets
Enhance your email marketing with powerful mail merge capabilities
Manage leads effectively with synchronized CRM tools
Enjoy premium features like AI email improvements and batch sending
Try our free forever plan today and experience the ease and efficiency of Salesforza.com.
About the Author:
This manual is brought to you by Vincenzo Belpiede, a passionate product and growth expert at Salesforza.com, who has dedicated his work to making SaaS tools accessible and effective for businesses worldwide.
Explore more about Vincenzo at VincenzoBelpiede.com.
Get Started with Salesforza:
Visit Salesforza.com
Install our Chrome extension
Start enhancing your email and CRM workflows today
Don't forget to like, share, and subscribe for more tutorials and updates on Salesforza.com. Let us know in the comments if you have any questions or need further assistance. Happy emailing!
Copyright © 2024 Vincenzo Belpiede and Salesforza Inc. All rights reserved.
Welcome to Salesforza.com! In this video, we guide you through using Salesforza to send mail merges via Gmail and use Google Sheets as a CRM. Perfect for new users or those looking to get more out of Salesforza!
Video Breakdown
1. Important Notices:
Use Google Chrome
Emails sent from the Chrome logged-in account
2. Website and Installation:
Installing Salesforza Chrome extension
Setup and permissions
3. Getting Started:
Onboarding and first-time setup
Creating your initial pipeline
4. CRM Features:
Adding/updating leads
Syncing with Google Sheets
Managing CRM effectively
5. Mail Merge:
Creating/sending mail merges
Using templates and {{xyz}} variables
Previewing and sending
6. Advanced Features:
AI enhancements (Premium)
Batch sending (Premium)
Upgrading to Premium
7. Future Ideas:
Upcoming features and enhancements
Why Salesforza?
Integrates with Gmail and Google Sheets
Enhances email marketing with mail merge
Effective lead management
Premium features: AI, batch sending
Try Free Forever Plan
About the Author:
This manual is by Vincenzo Belpiede, a dedicated product and growth expert at Salesforza.com.
More about Vincenzo: VincenzoBelpiede.com.
Get Started:
Visit Salesforza.com
Install the Chrome extension
Enhance your email and CRM workflows
Like, share, and subscribe for more tutorials! Questions? Comment below. Happy emailing!
Copyright © 2024 Vincenzo Belpiede and Salesforza Inc. All rights reserved.